How to share ruleset templates?

Share ruleset template

Ruleset templates are rulesets from various datasets saved for reuse. You can share your ruleset with other users and groups when they are saved as templates. 

To save rulesets as templates

1. Open your dataset and click the Ruleset icon in the top-right corner to view the Ruleset pane.

2. Click the  icon and choose the Save as template option to save all the rules as a ruleset template. You can also select specific rules and save them as a ruleset template.

3. Enter a Template NameDescription (optional) to the template (e.g. "Marketing data") and click Save

Note: The parsing details are saved only if all the rules in the ruleset are saved as a template.

Customize ruleset template

You can select specific rules and save them as a ruleset template.

To customize ruleset template

1. Select the rules that you want to save as template.

2. Click the   icon choose Save as Template option.

3. Provide a Template Name and Description (optional) to the template.

4. Click Save.

Manage Ruleset templates

You can view all the Ruleset templates available in your workspace under the Ruleset Templates tab in the Workspace details page. The ruleset templates will be shown in the order of Last modified templates. You can view, share, rename and remove ruleset templates from here.

To share your ruleset template

  1. To share your template use the share icon located against each ruleset template. 
  1. You can click on a ruleset template to view the list of rules. You can also see who created the template and when. 

  1. You can share the ruleset templates with individual users or with multiple users in groups along with an invitation mail. 

To lock a ruleset template from sharing

You can lock a ruleset template in your DataPrep organisation and prevent users from sharing it further. Unlocking lifts the lock on the ruleset template, and it will be allowed for sharing.

Even if a ruleset template is in the locked state, the users with whom it was already shared could still access the ruleset template. Locking only restricts further sharing of the ruleset template. It does not restrict access to the ruleset template.

A ruleset template can be locked or unlocked from the sharing panel only by the following user roles:
  1. Account admin
  2. Organization admins
  3. Workspace admins
  1. To lock a ruleset template, click the lock icon  on the sharing panel and select the Lock Ruleset template option.

  2. Now, you have successfully locked your ruleset template from sharing.

  3. When a ruleset template is locked, you will see all the options in a disabled state in the sharing panel and the lock icon will be in the locked state.

  4. When locked, the other users with whom you have already shared the ruleset template can access it, but cannot share the ruleset template with anyone else.

    Here's a sample snapshot they would see.

  5. To unlock a ruleset template, click the lock icon    on  the sharing panel and select the Unlock Ruleset template option. Your ruleset template will be unlocked for sharing.

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